South Africa: Senior Wealth Administrator

Key Responsibilities: Administrative Duties: Manage the full administration of client portfolios including switches, withdrawals, contributions, pension transfers, and payments and quarterly reviews. Process new business and ongoing service requests across a wide range of products (Allan Gray, AIMS, Old Mutual, Credo, SwissQuote, etc.) Ensure timely and accurate lodgement of applications and compliance documentation. Maintain accurate and up-to-date records on Xplan and other provider platforms. Liaise with product providers, platforms, and internal teams to ensure seamless client service. Compliance & Technical Knowledge: Apply working knowledge of regulations, compliance standards, and advice documentation requirements. Ensure all actions and documentation meet legislative and internal audit requirements. Understand the technical aspects of financial products and how they apply to different client strategies. Team Leadership & Development: Support and mentor junior administrative staff in day-to-day tasks and long-term development. Delegate responsibilities appropriately, ensuring efficiency and high-quality service delivery. Provide training in administrative procedures, systems (e.g., Xplan, provider platforms), and compliance practices. Contribute to the continuous improvement of processes and operational workflows. Skills & Experience Required: Minimum 45 years experience in a Wealth Management / Financial Planning Administration role. Proficient in Xplan and various financial provider systems. Strong knowledge of Local and Offshore Investments, Pensions, Endowments, RAs and Estate Planning. Demonstrated understanding of the regulatory environment and advice compliance frameworks. Excellent organisational and time management skills with a high attention to detail. Clear communicator with strong interpersonal skills and the ability to build rapport with internal and external stakeholders. Experience in (or a strong desire to grow into) a leadership or managerial role. Desirable Qualifications: Understand the technical aspects of financial products and how they apply to different client strategies. Diploma or Certificate IV in Financial Services (or working toward). Management or leadership training/certification (advantageous but not essential). Previous experience leading or mentoring a small team.